Docs / Clients / The client workspace

The client workspace

Metric cards, the client profile, recent activity and the related record tabs.

The client workspace is everything you know about one client on a single screen.

The header

Shows the client type badge, their status (for example Customer), business number, billing address and when the record was last updated.

The metric cards

Five counts across the top:

Projects — connected projects
Active jobs — running now, with the total underneath
Dockets — with how many are signed
Reports — with how many are delivered
Contacts — related people

The tabs

Overview

Two panels:

Client profile — the full commercial and communication record: display name, both emails, both phones, website, business numbers and billing address
Recent activity — the latest work connected to this client, newest first, covering job activity, dockets opened and projects updated. This is the fastest way to answer what's been happening with this client?

Projects, Jobs, Dockets, Reports

Each tab is the standard register for that record type, filtered to this client. They behave exactly like the full registers — search, sort, columns — so see Working with lists.

Contacts

The individual people at this client: who to call, and their role. Distinct from the client record itself, which holds the organisation's own details.

# The client workspace

The client workspace is everything you know about one client on a single screen.

## The header

Shows the client type badge, their status (for example *Customer*), business number, billing address and when the record was last updated.

## The metric cards

Five counts across the top:

- **Projects** — connected projects
- **Active jobs** — running now, with the total underneath
- **Dockets** — with how many are signed
- **Reports** — with how many are delivered
- **Contacts** — related people

## The tabs

### Overview

Two panels:

- **Client profile** — the full commercial and communication record: display name, both emails, both phones, website, business numbers and billing address
- **Recent activity** — the latest work connected to this client, newest first, covering job activity, dockets opened and projects updated. This is the fastest way to answer *what's been happening with this client?*

### Projects, Jobs, Dockets, Reports

Each tab is the standard register for that record type, filtered to this client. They behave exactly like the full registers — search, sort, columns — so see **Working with lists**.

### Contacts

The individual people at this client: who to call, and their role. Distinct from the client record itself, which holds the organisation's own details.